Tenable Holdings, Inc. (TENB) Q4 2025 Earnings Call Transcript
Tenable (TENB) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.41 per share a year ago.
Tenable Holdings, Inc. (TENB) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Tenable Holdings, Inc. (TENB) Presents at UBS Global Technology and AI Conference 2025 Transcript
Tenable Holdings remains a buy, as continued revenue and profit growth have made its valuation even more attractive after a recent price drop. TENB delivered a strong Q3 with double-digit revenue growth, improved profitability, and operating leverage, despite some softness in Q4 guidance. Stock-based compensation is declining as a percentage of revenue, and aggressive share repurchases are helping mitigate dilution and support EPS growth.
Tenable Holdings stands out as an attractive mid-cap software investment after a ~20% decline this year. TENB's Q3 results showed stable ~10% growth and a modest beat-and-raise, making the recent dip a compelling buying opportunity. The company's exposure management and cyber vulnerability tools offer broad industry applicability and resilience against AI disruption.
Tenable Holdings, Inc. ( TENB ) Q3 2025 Earnings Call October 29, 2025 4:30 PM EDT Company Participants Erin Karney - Senior Director of IR Stephen Vintz - Co-CEO & Director Mark Thurmond - Co-CEO Matthew Brown - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Michael Cikos - Needham & Company, LLC, Research Division Robbie Owens - Piper Sandler & Co., Research Division Meta Marshall - Morgan Stanley, Research Division Jonathan Ho - William Blair & Company L.L.C., Research Division Joseph Gallo - Jefferies LLC, Research Division William Vandrick - Scotiabank Global Banking and Markets, Research Division Roger Boyd - UBS Investment Bank, Research Division Joshua Tilton - Wolfe Research, LLC Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Jonathan Ruykhaver - Cantor Fitzgerald & Co., Research Division Todd Weller - Stephens Inc., Research Division Junaid Siddiqui - Truist Securities, Inc., Research Division Shrenik Kothari - Robert W.
The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Markets are struggling to hold highs, making it a good time to rotate into value stocks like Tenable, a cybersecurity company focusing on exposure management, for downside protection. TENB stock has dipped ~20% YTD, despite strong Q2 results and improving free cash flow, creating an attractive entry point. Valuation is compelling: the company trades at low revenue and FCF multiples, with expanding margins and a P/E well below the S&P 500.
Tenable (TENB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Tenable Holdings, Inc. (NASDAQ:TENB ) Q2 2025 Earnings Call July 30, 2025 4:30 PM ET Company Participants Erin Karney - Senior Director of IR Mark Thurmond - Co-CEO Stephen A. Vintz - Co-CEO, CFO & Director Conference Call Participants Andres Bernabe Miranda Lopez - D.A.
The headline numbers for Tenable (TENB) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.